Exact Online + Trengo Integration
Integrate Exact Online to Trengo in one click, or tell Integrately AI how you want each contact handled. Create contacts, log tickets, alert your support team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created or updated in Exact Online Instant- Account is created or updated in Exact Online Instant
- Item is created or updated in Exact Online Instant
New inbound message is added in Trengo Instant- New outbound message is added in Trengo Instant
- New internal note is added in Trengo Instant
- Phone call is missed in Trengo Instant
- Phone call is ended in Trengo Instant
- Phone call is started in Trengo Instant
- Ticket is assigned in Trengo Instant
- Ticket is closed in Trengo Instant
- Ticket is reopened in Trengo Instant
- Ticket marked as spam in Trengo Instant
- Ticket unmarked as spam in Trengo Instant
- Ticket label is added in Trengo Instant
2.
- Create document in Exact Online
- Search cost unit by code in Exact Online
- Search cost centre by code in Exact Online
- Search contact by first name in Exact Online
- Search bank account by account name in Exact Online
- Search address by contact name in Exact Online
- Search account by name in Exact Online
- Create item in Exact Online
- Search item by code in Exact Online
- Create contact in Exact Online
- Create account in Exact Online
- Create address in Exact Online
- Create bank account in Exact Online
- Create cost centre in Exact Online
- Create cost unit in Exact Online
- Create project in Exact Online
- Search document by accountName in Exact Online
- Delete account in Exact Online
- Update cost unit in Exact Online
- Update cost center in Exact Online
- Delete contact in Exact Online
- Update account in Exact Online
- Update contact in Exact Online
- Update address in Exact Online
- Add comment on ticket in Trengo
- Send a message in Trengo
- Send a WhatsApp message template in Trengo
- Send message to ticket in Trengo
- Send media message to ticket in Trengo
- Create a ticket in Trengo
- Reopen a ticket in Trengo
- Attach a label in Trengo
- Assign a ticket in Trengo
- Close ticket in Trengo
- Mark ticket as spam in Trengo
- Unmark ticket as spam in Trengo
- Mark a ticket as favorite in Trengo
- Unmark a ticket as favorite in Trengo
- Create a user in Trengo
- Log a phone call in Trengo
- Create contact in Trengo
- Search contact in Trengo
- Get contact by ID in Trengo
- Update contact in Trengo
- Delete contact in Trengo
Trusted by experts at...
Ready Workflows for Exact Online + Trengo Integration
Capture customer details, create tickets, keep communication platforms updated, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Exact Online + Trengo flow
Sync your records with CRM, invoicing, and messaging tools to keep customer communication aligned with your business operations. Pick a combination and activate it in one click.
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Shopify (8)
Shopify (8) +
Stripe (8)
Stripe (8) +
HubSpot (8)
HubSpot (8) +
Gmail (8)
Gmail (8) +
Slack (8)
Slack (8) +
Google Sheets (8)
Google Sheets (8) S
E
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Create an Exact Online contact for every new Shopify customer, and add them to Trengo
New Shopify customers appear in Exact Online and Trengo instantly, keeping customer records aligned across your store and support desk.
S
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Send a Trengo message for every Shopify order, and log it in Exact Online as a project
Every Shopify order triggers a customer notification in Trengo and a project record in Exact Online.
S
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When a Shopify order is fulfilled, update the Exact Online account and close the Trengo ticket
Fulfilled Shopify orders automatically update Exact Online account details and close related Trengo tickets.
E
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Create a Shopify customer for every Exact Online contact, and notify your support team in Trengo
Exact Online contacts become Shopify customers automatically while Trengo alerts your team.
S
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If a Shopify order exceeds a high value threshold, create an Exact Online account and flag the Trengo ticket
High-value Shopify orders automatically generate Exact Online accounts and highlight Trengo tickets for priority handling.
S
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When a Shopify refund is processed, update the Exact Online document and reopen the Trengo ticket
Refunded orders update Exact Online financial documents and reopen the customer's Trengo ticket for follow-up.
S
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Use Claude to analyse every Shopify customer review, log the feedback in Exact Online, and alert your team in Trengo
Claude summarizes customer feedback from Shopify, stores the output in Exact Online, and notifies your team in Trengo.
S
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T
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Turn every Shopify order into an Exact Online project record, create a Trengo ticket, and log the sale in HubSpot
Shopify sales initiate Exact Online projects, open Trengo support tickets, and update HubSpot deals.
Supported triggers and actions for Exact Online and Trengo
Mix and match to build the exact automation you need
Exact Online Triggers & Actions
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
Try it → Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
Try it → Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
Try it → Trengo Triggers & Actions
Instant
New inbound message is added in Trengo
Triggers the automation when a new message is received
Try it → Instant
New outbound message is added in Trengo
Triggers the automation when a new outbound message is added
Try it → Instant
New internal note is added in Trengo
Triggers the automation when a new internal note is added
Try it → Instant
Phone call is started in Trengo
Triggers the automation when a phone call is started
Try it → Instant
Ticket is assigned in Trengo
Triggers the automation when a ticket is assigned to a team member
Try it → Instant
Ticket marked as spam in Trengo
Triggers the automation when a ticket is marked as spam
Try it → Instant
Ticket unmarked as spam in Trengo
Triggers the automation when the spam label from any ticket is removed
Try it → Instant
Ticket label is added in Trengo
Triggers the automation when a new label is added to a ticket
Try it → What can you automate with Exact Online + Trengo?
Streamline your customer communication and business operations by connecting every interaction between Exact Online and Trengo.
🔄
Sync customer contacts across Exact Online and Trengo automatically
Whenever a new contact is created in Exact Online, a corresponding record is established in Trengo instantly. Eliminate manual data entry and keep your communication and accounting tools perfectly synchronized.
📋
Capture every submitted field and detail
Map all available contact attributes and custom fields from Exact Online straight into Trengo tickets and user profiles. Ensure support agents have full context for every customer inquiry.
🔔
Alert your team the moment a customer responds
Send instant notification messages to your support and sales channels whenever a new inbound message or phone call is registered in Trengo. Keep your team responsive and accountable.
🔀
Route inquiries based on submitted form data
Evaluate incoming customer details to assign high-priority tickets or create specific project records in Exact Online. Ensure VIP clients receive immediate attention without manual triage.
📝
Keep account records updated as tickets change
Automatically update Exact Online account details, project statuses, and cost units whenever a Trengo support ticket is assigned, reopened, or closed. Maintain accurate operational records.
🔍
Prevent duplicate records with smart search and update operations
Search for existing accounts and contacts in Exact Online before creating new entries. Keep your database clean and avoid fragmenting customer history across multiple profiles.
⚙️
Handle later lifecycle events and status changes
Trigger automated follow-ups, document creation, and account adjustments when tickets are marked as spam, phone calls end, or support cases reach resolution.
🔗
Extend your workflow to external productivity apps
Connect your core Exact Online and Trengo flow with third-party tools like Slack, Google Sheets, or Gmail to broadcast alerts, log backup rows, and trigger customer emails.
And much more...
Who is Exact Online + Trengo integration for?
This integration helps customer support, sales, and finance teams align their communication platform with business software to eliminate manual data entry.
Finance Officers and Accountants
Customer Support Managers
Operations Leads
Sales Representatives
Customer Success Leads
Business Owners
📈
Finance Officers and Accountants
You're reconciling financial records and bank accounts between Exact Online and client communications, but mismatched contact details cause billing errors — with this integration, customer data stays perfectly aligned across platforms.
⚡
Customer Support Managers
You're managing support tickets in Trengo while customer billing and contact data sits in Exact Online, but support agents lack visibility into client accounts — this integration means every contact syncs instantly so agents see accurate financial histories.
📊
Operations Leads
You're tracking project items and cost centers in Exact Online alongside high communication volumes in Trengo, but manual logging creates massive data gaps — connecting these apps means operational data updates instantly.
🚀
Sales Representatives
You're creating accounts and contacts in Exact Online after customer interactions in Trengo, but manual entry delays follow-up and causes missed leads — automating both apps means new contacts flow seamlessly between systems to accelerate sales outreach.
🤝
Customer Success Leads
You're reviewing customer communication history in Trengo without access to active project or contract statuses in Exact Online, but disjointed tools slow down issue resolution — this integration means success teams get complete client visibility.
💼
Business Owners
You're monitoring overall business performance across Exact Online and client touchpoints in Trengo, but siloed data hides critical service bottlenecks — automating both apps means you get unified customer insights.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Exact Online + Trengo
Build and manage your Exact Online + Trengo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Exact Online + Trengo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Exact Online + Trengo Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Exact Online to Trengo?
You can connect Exact Online to Trengo in 1-click using ready-made workflows on Integrately, or use Integrately AI to build custom automations with popular apps like Slack, Gmail, and Google Sheets.
Can I automatically sync my Exact Online contacts with Trengo customer profiles?
Can I connect Exact Online, Trengo, and Slack?
What is a good Zapier alternative for Exact Online and Trengo?
How does Exact Online handle contact creation and updates during automation?
Can Trengo tickets trigger updates in Exact Online automatically?
Do I need coding skills to integrate Exact Online and Trengo?
Is the Exact Online and Trengo integration free?
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